Well,

Two of my three kids are sick with some stomach bug. I guess washing the kid’s hands after the park and school is essential. Nothing feels as helpless as a parent trying to make your kid feel better when sick. Hopefully, they turn around today. Onward.

This week will be busy as we are back actively sourcing at DWP Capital. We quickly have burned through our focus geographies of Phoenix, San Diego, and Dallas and are now focused on all of the other undercapitalized markets in the US. Our investment box is small, so finding the right opportunities is not easy. However, we have honed our systems and feel bullish about our execution strategy for the second half of 2022.

I have been trying to determine the difference between “venture capital.” “growth equity” investing. The lines are pretty blurry, but I have taken notes on the subject. I will release them later this week.

I hope everyone has a great week!